Update Financial Planning Spreadsheet

Project Desciption

We have an excel sheet that was developed 10+ years ago.  We use it for financial planning and investment needs modeling.  I would like to update or re-build the sheet.

We anticipate that the freelancer will spend several hours understanding the tools we use today and then jointly decide if a completely new direction is needed, or if the current excel sheet can be updated.

Candidate should have experience in developing financial plans, excel dashboards and US tax tables.

We anticipate that work will begin by August 3rd.